AUMdb

Monterey Credit Union

EIN 946198351 · 501(c)(14) · Public charity · Monterey, CA · recognized 1961

Assets
$291M
Revenue
$13.4M
Expenses
$14.5M
Investment income
$1.6M

Form 990 fiscal year ended 12/31/2023

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Wordcom Direct mail processing $407,064
Manifesto Brand consulting $345,182
Cubus On line platform $248,901
Meridianlink On line platform $162,786
Info Image Statement processing $158,128

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
J Stewart Fuller Ceo (thru 10/2023) $598,416 $39,649
Matthew Hohman Coo $542,376 $20,383
James E Penprase Vp finance (thru 10/2023) $521,328 $20,714
E Scott Morris Vp information services $401,367 $63,437
Kathleen Aliotti Vp member services $370,001 $67,496
James Wade Pyron President - ceo $333,244 $0
Heather Malafronte Vp human resources $265,553 $17,870
Christoper Burkhardt Vp lending $209,963 $8,906
Andrew Bono Senior network administrator $201,919 $28,638
A David Santos Vp retail sales $187,405 $27,761
David Marcos Systems administrator ii $143,165 $55,665
Matthew Brown Systems administrator ii $135,308 $10,234
Sidney Cooper Cfo $76,848 $7,533
Judy Higgerson Board member (thru 05/2023) $0 $0
Tara Trautsch Board member $0 $0
David Laredo Board member $0 $0
Sarah Hardgrave Board member $0 $0
Jean Djubasak Board member $0 $0
Jennifer Clarke Board member $0 $0
Robert Brandewie Board member $0 $0
Carl Sedoryk Secretary & treasurer $0 $0
Candace Ingram Vice chair $0 $0
Pete Tansill Chair $0 $0